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Edwards Lifesciences

1,083 hedge funds and large institutions have $41.1B invested in Edwards Lifesciences in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 393 increasing their positions, 375 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 80

54% more call options, than puts

Call options by funds: $220M | Put options by funds: $142M

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

17% more capital invested

Capital invested by funds: $35.1B → $41.1B (+$6.05B)

3% more funds holding

Funds holding: 1,0471,083 (+36)

1.06% more ownership

Funds ownership: 81.85%82.91% (+1.1%)

5% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 375

Holders
1,083
Holders Change
+36
Holders Change %
+3.44%
% of All Funds
21.85%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.38%
New
124
Increased
393
Reduced
375
Closed
80
Calls
$220M
Puts
$142M
Net Calls
+$77.4M
Net Calls Change
+$61M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
951
Central Trust Company
Missouri
$107K
BAM
952
Belpointe Asset Management
Nevada
$103K -$103K -1,319 -51%
WC
953
Wexford Capital
Florida
$103K +$101K +1,291 New
TWA
954
TCI Wealth Advisors
Arizona
$101K
Loomis, Sayles & Company
955
Loomis, Sayles & Company
Massachusetts
$100K
PCG
956
Private Capital Group
Connecticut
$96K -$8.97K -115 -9%
FWM
957
Filbrandt Wealth Management
Wisconsin
$96K -$1.01K -13 -1%
KTC
958
Kistler-Tiffany Companies
Pennsylvania
$96K
TH
959
TCTC Holdings
Texas
$96K
ME
960
McIlrath & Eck
Washington
$94K +$7.02K +90 +8%
NIM
961
NuWave Investment Management
New Jersey
$90K +$33.6K +430 +62%
PFS
962
Prospera Financial Services
Texas
$89K +$87.3K +1,119 New
FFC
963
First Financial Corp
Indiana
$88K
WTC
964
WhitTier Trust Company
Nevada
$88K
CFFP
965
Center for Financial Planning
Michigan
$84K +$82.3K +1,055 New
AF
966
Advisornet Financial
Minnesota
$83K -$6.71K -86 -8%
VFA
967
Valeo Financial Advisors
Indiana
$81K -$43.5K -558 -35%
ABC
968
Associated Banc-Corp
Wisconsin
$78K +$8.74K +112 +13%
ONST
969
Old North State Trust
North Carolina
$78K +$75.8K +972 New
PCM
970
Penserra Capital Management
California
$77K +$75.8K +972 New
AF
971
Allworth Financial
California
$76K -$158K -2,028 -68%
KPCM
972
Kings Point Capital Management
New York
$74K +$3.04K +39 +4%
RFA
973
Reilly Financial Advisors
California
$73K -$4.68K -60 -6%
AP
974
Atwood & Palmer
Missouri
$73K
SSB
975
Sandy Spring Bank
Maryland
$69K -$702 -9 -1%

EW Hedge Fund Activity: Q3 2020 in Review

1,083 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q3 2020, worth a combined $41.1B — up 17% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new EW positions and 80 closed out — a net gain of 44 holders — while 393 added to existing stakes and 375 trimmed.

The largest buyer was Jackson Square Partners, opening a new position worth an estimated $469M. The largest seller was Two Sigma Advisers, cutting an estimated $142M.

  • 1,083 institutional investors held Edwards Lifesciences (EW) as of Q3 2020, up from 1,047 in Q2 2020.
  • Funds reported $41.1B of Edwards Lifesciences stock for Q3 2020, up 17% quarter-over-quarter.
  • 124 funds opened new Edwards Lifesciences positions in Q3 2020 and 80 closed out, a net change of +44 holders.
  • The largest Edwards Lifesciences buyer in Q3 2020 was Jackson Square Partners, an estimated $469M added.
  • The largest Edwards Lifesciences seller in Q3 2020 was Two Sigma Advisers, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2020.